Spring is here. Flowers are blooming, leaves are filling up tree branches, the sun is sticking around for my daughter’s evening softball games, and to top it all off a new version of ProcessComposer is nearly available.
In our newest update, we’ve focused on four core areas of the app:
- Field Update Steps
- SendGrid Integration
- Delayed Creation for Steps (Email Alerts)
Let’s look at each of these areas individually so you can know what to expect from ProcessComposer Version 10.
Training Focus in ProcessComposer Version 10
Throughout ProcessComposer, we’ve continued to enhance the tour functionality of the “Show Me Around” button that we introduced in Version 9. Wherever you are, you’ll be able to find a “Show Me Around” button with instructions that will help make ProcessComposer easier to learn and use.
Whenever you see a “Show Me Around” button, click it to get a walk-through instructional that will tell you what to do on each page, along with links to relevant documentation.
Going beyond the “Show Me Around” functionality, we’re also giving you more training resources, like video. We’re continually updating our video library and adding content to reflect recent enhancements to help you find exactly the help you’re looking for.
We’ve added a slew of new features in ProcessComposer Version 10 to go along with the training and usability updates, but there are three key updates we want to point out in today’s highlights.
Field Update Steps
You can now update field(s) on associated records right from ProcessComposer. Here’s how to accomplish this cool new time-saving step:
- Choose ‘Field Update’ in the Step Type dropdown box or click the ‘New Field Update’ button from the Process Visual screen.
- Select the fields you’d like to update and choose either a Value (set explicitly) or Reference (from another field) option for the new value.
- When the step fires, the configured field(s) will be updated. A task will be created as a record of the updates ProcessComposer performs.
Delayed Creation for Steps – Email Alerts
Keeping with the theme of updates to how ProcessComposer can interact with your emails, we’ve added a ‘Delay Creation’ option for Steps (for Email Alerts) in this release.
Instead of sending an email alert immediately, we’ve created the ability for you to create an email that can be sent with a delay.
For example, use a Delayed Email step to send an email reminder two days after a prior step is completed. If you’re testing the waters of better email marketing with clients or prospects, you can also use it as “Marketing Automation lite” to send emails on a schedule you specify.
We’ve integrated with SendGrid, a marketing email platform, to give you transactional email templates within your ProcessComposer experience. These transactional email templates can be used for Email Alert steps, and you can use SendGrid to report on how recipients are interacting with your email.
Setup is simple. Create an account with SendGrid, generate an API token and add to our new Settings page. The SendGrid Templates will then be available on the Email Alert step page in place of Salesforce email templates.
The new SendGrid integration can be combined with Delayed Steps to send trackable emails in a scheduled fashion as part of a process. When used with leads and drip campaigns, track the opens, clicks, bounces, and other engagement metrics not possible with standard Salesforce email.
You can learn more about SendGrid at their website, and contact us for more information about how to setup the integration if you’re already a user.
Other Features Updates
Custom Process Object Lookup Field (Tasks)
You can use a Custom Process Object Lookup Field to free up the “Related To” field on the Task record by specifying your own custom lookup field to the process object. The “Related To” field will be populated with the process object’s related Account instead of the process object (i.e. Business Process) – or you can configure another related object type to pass through.
See our detailed release notes for a complete walkthrough of how to setup this new feature and the pros and cons to making this switch.
Default PCE Team Members
You can now specify Default PCE Team Members for a given Account Owner (User). All you need to do is navigate to the “PCE – Default Teams” tab, choose the Account Owner user, and add team members as desired. Team Members will be automatically created when a new Account is created or when the Owner changes to a user with Default Teams configured.
New PCE – Settings page
Setup just got a whole lot easier. You can now schedule all necessary batch jobs and access all ProcessComposer settings from a single page. I know, I know—this might be the most exciting part of this entire release.
We’ve updated ProcessComposer styling throughout the app to better align with the Lightning design system for buttons, fonts and more.
PERFORMANCE IMPROVEMENTS AND BUG FIXES
How to Upgrade
I know what you’re thinking—how can I get my hands on these sweet upgrades right now?
We’re pushing these enhancements to your org automatically, but if you just can’t wait feel free to upgrade yourself with the link we provided with the release email. Please be sure to take note of any manual customization steps.
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